"Revenue -- $496.8 million for Q3 2025, up 15% year over year, with growth attributed to increased advertiser traction on the Realize platform. Ex-TAC Gross Profit -- Ex-TAC gross profit was $176.8 million for Q3 2025, up 6.3% year over year; growth was driven by Realize and higher advertising spend from scaled advertisers. Adjusted EBITDA -- Adjusted EBITDA was $48.2 million for Q3 2025, with a 27.3% margin; reflects company focus on cost discipline and strategic investments to support expansion."
"Free Cash Flow -- Free cash flow was $46.3 million for Q3 2025, representing a 96% conversion from adjusted EBITDA, driven by high margins and working capital efficiency. Share Repurchases -- Nearly 14% of outstanding shares bought back year to date ($184 million) as of Q3 2025, reducing share count from approximately 337 million at the end of 2024 to about 291 million at the end of 2025."
Revenue for Q3 2025 was $496.8 million, up 15% year over year, driven by increased advertiser traction on the Realize platform. Ex-TAC gross profit rose to $176.8 million, up 6.3% year over year, supported by Realize and higher spend from scaled advertisers. Adjusted EBITDA was $48.2 million with a 27.3% margin, alongside $46.3 million in free cash flow representing a 96% conversion from adjusted EBITDA. Nearly 14% of outstanding shares were repurchased year to date, scaled advertisers increased to 2,064 with higher average revenue, and app traffic now represents about one-third of total supply.
Read at The Motley Fool
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